See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $477,567 | $114,381+317.5% | $107,525+344.1% | $142,382+235.4% |
| Participation rate | 37.5% | 78.1%-40.6pp | 75.1%-37.6pp | 80.1%-42.6pp |
| Annual return | 7.63% | 242.71%-235.1pp | 181.32%-173.7pp | 217.08%-209.4pp |
| Employer contribution / active EE | $1,270 | $4,015-68.4% | $3,754-66.2% | $4,299-70.5% |
| Participant deferral / active EE | $7,750 | $5,564+39.3% | $5,116+51.5% | $6,507+19.1% |
| Admin fee / account holder | $3,471 | $9,860-64.8% | $8,919-61.1% | $12,624-72.5% |